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Visa
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Overview Fund Activity

3,746 hedge funds and large institutions have $407B invested in Visa in 2023 Q4 according to their latest regulatory filings, with 417 funds opening new positions, 1,515 increasing their positions, 1,438 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,746
Holders Change
+253
Holders Change %
+7.24%
% of All Funds
54.91%
Holding in Top 10
547
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+9.4%
% of All Funds
8.02%
New
417
Increased
1,515
Reduced
1,438
Closed
104
Calls
$4.52B
Puts
$4.04B
Net Calls
+$487M
Net Calls Change
-$677M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.9B
2
State Street
State Street
Massachusetts
+$490M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$434M
4
BlackRock
BlackRock
New York
+$399M
5
Capital World Investors
Capital World Investors
California
+$345M

Top Sellers

1
CWM
CIBC World Markets
New York
-$666M
2
ESCM
Echo Street Capital Management
New York
-$599M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$501M
4
Goldman Sachs
Goldman Sachs
New York
-$464M
5
BI
BlueSpruce Investments
Illinois
-$463M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
1001
Patten Group
Tennessee
$10.7M -$338K -1,297 -3%
VCM
1002
Vision Capital Management
Oregon
$10.7M +$318K +1,223 +3%
PFS
1003
Prospera Financial Services
Texas
$10.6M +$38.8K +149 +0.4%
OA
1004
Oxbow Advisors
Texas
$10.6M -$208K -798 -2%
MCG
1005
McCollum Christoferson Group
New York
$10.6M -$119K -456 -1%
WP
1006
Waycross Partners
Kentucky
$10.6M -$556K -2,136 -5%
SMI
1007
Shelter Mutual Insurance
Missouri
$10.6M – – –
ANBT
1008
American National Bank & Trust
Texas
$10.6M +$480K +1,843 +5%
LWIC
1009
Leith Wheeler Investment Counsel
British Columbia, Canada
$10.6M +$3.22M +12,360 +44%
LSIA
1010
LaSalle St. Investment Advisors
Illinois
$10.5M +$159K +61 +2%
WIC
1011
WealthBridge Investment Counsel
Alberta, Canada
$10.5M -$258K -992 -2%
KCPG
1012
Kavar Capital Partners Group
Kansas
$10.5M +$5.15M +19,775 +96%
TFS
1013
Thoroughbred Financial Services
Tennessee
$10.5M +$1.98M +7,591 +23%
TCM
1014
Traynor Capital Management
Pennsylvania
$10.5M +$122K +468 +1%
LS
1015
Livforsakringsbolaget Skandia
Sweden
$10.5M +$391K +1,502 +4%
BOH
1016
Bank of Hawaii
Hawaii
$10.4M -$400K -1,535 -4%
HT
1017
Heritage Trust
Oklahoma
$10.4M -$27.3K -105 -0.3%
GC
1018
GFG Capital
Florida
$10.4M -$175K -672 -2%
LT
1019
Legacy Trust
Michigan
$10.4M -$125K -481 -1%
SWC
1020
Spectrum Wealth Counsel
Indiana
$10.4M +$10.4M +40,020 New
PC
1021
Prevatt Capital
Bahamas
$10.4M +$10.4M +40,000 New
FHA
1022
Flagship Harbor Advisors
Massachusetts
$10.4M +$410K +1,573 +4%
RIG
1023
Renaissance Investment Group
Massachusetts
$10.4M -$31.5K -121 -0.3%
SAM
1024
Stansberry Asset Management
Texas
$10.4M -$315K -1,209 -3%
Acadian Asset Management
1025
Acadian Asset Management
Massachusetts
$10.3M +$281K +1,080 +3%
39 40
41
42 43